See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,992 | $73,004-16.5% | $90,749-32.8% | $68,494-11.0% |
| Participation rate | 75.8% | 70.8%+4.9pp | 75.7%+0.1pp | 67.9%+7.9pp |
| Annual return | -21.86% | -13.81%-8.1pp | -12.16%-9.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $4,291 | $2,193+95.7% | $2,921+46.9% | $2,596+65.3% |
| Participant deferral / active EE | $1,880 | $3,627-48.2% | $4,564-58.8% | $4,027-53.3% |
| Admin fee / account holder | $4,676 | $5,896-20.7% | $8,445-44.6% | $5,403-13.4% |